MPWM Advisory Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History

MPWM Advisory Solutions’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$875K	Buy	1,275 +1	+0.1%	+$667	0.4%	44
2026 Q1	$761K	Buy	1,274 +382	+43%	+$239K	0.4%	45
2025 Q4	$560K	Hold	892	–	–	0.31%	52
2025 Q3	$546K	Sell	892 -264	-23%	-$156K	0.32%	45
2025 Q2	$657K	Buy	1,156 +7	+0.6%	+$3.68K	0.42%	40
2025 Q1	$590K	Sell	1,149 -43	-4%	-$23.2K	0.43%	33
2024 Q4	$642K	Buy	+1,192	New	+$646K	0.47%	33

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

MPWM Advisory Solutions's VOO Position: Q2 2026 in Review

MPWM Advisory Solutions increased its Vanguard S&P 500 ETF (VOO) stake by 0.08% in Q2 2026, buying an estimated $667 and bringing the position to 1,275 shares worth $875K. The position accounts for 0.4% of the portfolio, ranked #44.

MPWM Advisory Solutions first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

MPWM Advisory Solutions held 1,275 shares of Vanguard S&P 500 ETF worth $875K as of Q2 2026.
MPWM Advisory Solutions bought 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
Vanguard S&P 500 ETF made up 0.4% of MPWM Advisory Solutions's portfolio in Q2 2026, its #44 holding.
MPWM Advisory Solutions first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.